iManage
iManage provides a secure document and email management platform that helps legal, accounting, and financial professionals organize critical information and collaborate safely from any device or location.
Intapp
Intapp provides cloud-based software solutions designed to help professional and financial services firms manage the entire client lifecycle, from deal sourcing and onboarding to compliance and execution.
Quick Comparison
| Feature | iManage | Intapp |
|---|---|---|
| Website | imanage.com | intapp.com |
| Pricing Model | Custom | Custom |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1995 | 2000 |
| Headquarters | Chicago, USA | Palo Alto, USA |
Overview
iManage
iManage helps you manage the high volume of documents and emails that define your professional life. Instead of searching through scattered folders, you get a single, secure location where all project-related information is organized and searchable. You can track document versions, manage complex email threads, and ensure that your team is always working on the most current file.
The platform focuses heavily on security and governance, making it a go-to choice for industries with strict compliance needs like law and finance. You can access your workspace through a web browser, mobile app, or directly within Microsoft Office and Outlook. This integration allows you to save and profile documents without leaving the applications you use every day, streamlining your entire administrative workflow.
Intapp
Intapp offers a specialized connected firm management platform built specifically for the unique needs of legal, accounting, and financial services. You can move away from fragmented data and manual processes by using a unified system that connects your teams, processes, and data. The platform helps you manage high-stakes relationships and complex regulatory requirements while ensuring every billable hour or deal point is captured accurately.
By integrating deal management, risk assessment, and time tracking into a single environment, you can make more informed decisions and improve your firm's profitability. Whether you are a partner at a global law firm or an investment professional at a private equity house, the software adapts to your specific workflows to reduce administrative burdens and enhance client service delivery.
Overview
iManage Features
- Email Management File emails and attachments directly from Outlook into specific project folders to keep your entire team updated.
- Smart Search Find exactly what you need across millions of documents using personalized filters and AI-powered search suggestions.
- Version Control Track every change made to a document and revert to previous versions with a complete audit trail.
- Co-Authoring Collaborate with your colleagues on the same document in real-time while maintaining strict access permissions.
- Mobile Access Review, edit, and approve critical documents from your phone or tablet while you are traveling or in court.
- Security Policy Manager Control who can see sensitive information with granular access rights that update automatically based on project status.
Intapp Features
- DealCloud CRM. Manage your entire pipeline and relationship network with a CRM built specifically for capital markets and advisory workflows.
- Conflicts & Risk Screening. Automate your conflict-of-interest checks and onboarding processes to ensure you remain compliant with industry regulations.
- Intelligent Time Capture. Capture every billable minute automatically across your devices so you can increase realization rates without manual entry.
- Terms Management. Centralize and enforce client outside counsel guidelines and engagement letters across your entire organization automatically.
- Employee Compliance. Monitor personal trading and certifications to mitigate internal risks and maintain firm-wide regulatory standards effortlessly.
- Collaboration & Content. Organize your documents and communications within a secure, matter-centric workspace designed for professional collaboration.
Pricing Comparison
iManage Pricing
Intapp Pricing
Pros & Cons
iManage
Pros
- Deep integration with Microsoft Outlook and Office
- Excellent document versioning and audit history
- Powerful search capabilities for large data sets
- High level of security for sensitive client data
Cons
- Significant learning curve for new administrative users
- Requires professional implementation for best results
- Mobile app interface can feel slightly dated
Intapp
Pros
- Deeply specialized for professional services workflows
- Strong automation for complex compliance tasks
- Excellent visibility into deal pipelines and relationships
- Reduces manual data entry for time tracking
Cons
- Significant initial setup and configuration time
- Higher price point than general-purpose CRMs
- Interface can feel complex for new users